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Jun 15, 2023

Reservation Verification


 

You can send out a reservation verification from either the Day at a Glance or by going to Program Menu>Accounts Receivable>Dunning Letters.

 

Automatic Mode

1. Check the Automatic Mode box to send letters automatically .

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2. Select the type of customers the letter will be sent to, (Account & Cash).

3. Check the box for Reservation Verify

4. The word "Verify" will show in the Letter File Name field.

5. Selecting the Edit button, will allow you to make changes to the letter.

6. Enter in the date range you would like the letter to be sent (between 30 and 999) days.

7. You can select how the letter are to be generated on Letterhead or Report all stores.

* Most common would check box for Report all stores.

8. Select Generate: A letter will be generated for any customer who meets the set criteria.

9. When complete, you will be asked if you would like to send anymore letters.

* Note: When sending out using this method, the reservation verify will be printed.


 

Manually Mode

1. When sending out a reservation verification manually, you will need to uncheck the Automatic Mode and select Reservation Verify.

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2. The word "Verify" will show in the Letter File Name field.

3. Selecting the Edit button, will allow you to make changes to the letter.

4. Select Generate, a box will appear asking if you want to Generate Letters?

5. Answer Yes

6. Enter your user ID

7. Enter the customers name, you will be receiving the reservation verify letter.

8. The Point of Rental software will generate the letter and email to the customer.

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9. Once complete, you will receive a message if you would like to send anymore letters.


 

Day at a Glance

Program Menu>Counter System>Day at a Glance

 

1. From Day at a Glance, make sure you select the reservation tab.

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2. Under Letters, select Reservation Verify

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3. You will need to make sure the letter has been created, if no letter has been created, you will be prompted a message "No letters to print".

4. You can create the letter by going to Program Menu>System Configuration>Edit System Letters>Transaction Letter>Reservation Verify

* Note: This is a word document where you can add or copy your message.

5. Select Reservation Verify from the letters located at the top of the screen. Letters will be sent to customer listed under the reservation tab.

* Note: When sending out using this method, the reservation verify will be emailed

 

 

 

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